Moreover, implementing an enterprise knowledge management system is such a
lengthy, expensive—and contentious—process that initiatives often run out of
time, money or political support before they can contribute real value.
Meanwhile, if knowledge workers believe that the chores of contributing to the
KM program benefit only their bosses, they may decide the best way to take
advantage of the value of their individual knowledge is to change jobs or go
independent.
It seems obvious, but it is not often said that knowledge management works
best when knowledge workers take the initiative and responsibility for what they
know, don’t know and need to know. Doing so not only makes the individual more
valuable to the corporation, it also enhances the value of intellectual capital
for the corporation.
Personal knowledge management (PKM) involves a range of relatively simple and
inexpensive techniques and tools that anyone can use to acquire, create and
share knowledge, extend personal networks and collaborate with colleagues
without having to rely on the technical or financial resources of the employer.
Implemented from the bottom up by one knowledge worker at a time, these
techniques can increase productivity and enthusiasm and help to build momentum
that can overcome the technological and social barriers to top-down,
enterprise-wide KM initiatives.
Juggling the overload
Information overload is a fact, not a theory, and there is evidence that most
people lack the skills or tools to keep up in the Knowledge Age. Andersen
Consulting’s Institute for Strategic Change estimates that the average
professional has to wade through 220 messages in various media per day. Yet many
of them complain that knowledge management initiatives have done little to
reduce their glut of information.
In response, some consultants are taking a micro approach, adding practices
such as "personal knowledge effectiveness" or "individual
information strategy" to their employee and executive coaching. They
present various techniques for dealing with information overload, tools for
personal knowledge management and value-based principles for maximizing
individual intellectual capital.
"Most KM has focused on applying technology to organizational
information and knowledge flow," says Ross Dawson, founder and CEO of
Advanced Human Technologies, a KM consulting firm in Sydney, Australia.
"Individual information and knowledge skills—which include filtering
information overload, effective reading, note-taking, analysis, synthesis and
communicating effectively to others—have rarely been deliberately
developed."
Trying to process multiple pieces of information at once can make work
difficult for individuals and for those who work with them, according to Ronald
Hyams, who manages KM programs for Open Connect AG, a developer of Web systems
in Bern, Switzerland. In teaching managers and employees how to improve their
information processing, he includes methods to increase the clarity, quality and
value of the information they send to others, and conversely to improve the
speed and efficiency with which they receive information from others. He also
offers tips on time management and workplace wellness, such as eating well and
getting enough sleep. (For more on his suggestions, see sidebar, "Skills
for Personal Knowledge Management.")
By practicing PKM, Hyams says, individuals can get information when and how
they need it, spend less time reading and writing, control how others receive
their information and build reputations as quality suppliers of information. The
result is that they increase their value inside the company and within the job
market at large.
PKM is
one of the approaches that quantumiii, a KM consultancy in Pretoria, South
Africa, takes in coaching executives. "The creative leader has to develop a
personal style of dedicated knowledge acquisition and evaluation," says CEO
Albert A. Cruywagen. "The quality of this knowledge impacts heavily on the
quality of decisions and leadership."
Business schools also are beginning to address personal knowledge management
through their curricula. At UCLA, Jason Frand, assistant dean and director of
computing and information services at the Anderson Graduate School of
Management, teaches a mandatory course for incoming MBA students. He instructs
students in developing a mental map of the knowledge with which they work,
creating an organizational structure to facilitate finding and relating personal
and professional information, and using technology to augment their memory and
enhance their natural abilities.
Tool talk
In this information-saturated environment, handling information effectively is
imperative. Applied to a solid base of techniques, personal knowledge management
tools can help individuals to develop such skills.
While earning a doctorate in industrial engineering in 1997, Namchul Do (now
a senior systems analyst at Volvo Construction Equipment in Changwon, South
Korea) developed his own method of managing the life cycle of personal
knowledge. He maintains a Web site hosted free of charge by his Internet service
provider and uses a Korean-language search engine, also free, to track material
that he stores on his site.
"Managing information means storing it without losing
accessibility," says Do, who uses the Web to store and retrieve everything
from articles and programming tips to drawings of complex engineering processes.
"It helps me to produce knowledge assets such as technical writings,
academic publications and even software systems," he adds.
As yet, no one has defined a market for PKM products, notes Joe Batista,
chief creatologist at Compaq Computer Corp. in Houston, who tries to keep his
company current with trends such as information overload. "The concept
touches on something nobody has really talked about yet," he says.
"Because of the overload of artifacts—any kind of data, information or
knowledge in any file format—people need personal structure and knowledge
management systems that can filter, categorize, assimilate, search, uncover and
reorient them in their business situation."
Nevertheless, there are dozens of individually affordable products, from
applications that index documents on your hard drive for faster search and
retrieval to metasearch engines for the Web, collaboration services and
innovative ways to organize, present and share knowledge. Many of these tools
are free, provided to entice interest in enterprise sales, deliver banner ads or
generate click-through revenue.
Compaq’s Batista, for example, keeps about 12GB of work, representing five
years’ worth of information, on the hard disk of his portable computer and
uses Tracker from Enfish Technology Inc. to index, find and view files in
multiple formats. "I can traverse the entire intellectual capital
repository to get what I need," he says. But he adds that core tracking and
searching features "need more enablers so I can work more efficiently and
increase my personal bandwidth." He points to Enfish Onespace, the free
successor to Tracker, as a step in the right direction because it can act on
information, such as buying a gift at the click of a button when notified of a
contact’s birthday.
"Personal knowledge management tools augment our personalized memory
system," says Randy M. Kaplan, president of Accsys Corp., a knowledge
engineering consultant in Westchester, Pa., that helps CEOs to deal with
information overload. However, Kaplan emphasizes that, just as companies should
do with enterprise knowledge management, users must examine their behaviors
before they choose tools.
"I learned early on that if I introduce tools up front, they get lost in
geekdom," Kaplan says. "My approach is to take a look at what they are
doing and how to leverage that into more efficient behaviors. You have to be
careful picking the tool because we all have different hands and eyes."
Kaplan explains his own PKM system as an example. He says he has saved just
about everything he has written or read over the last 10 years, much of which is
on paper. He scans those pages into a document manager, then uses Adobe Capture
to recognize and structure the text in Acrobat format. Now Kaplan has a 700MB
database of articles and information burned onto a CD that goes everywhere he
goes.
Kaplan refers to the contents of this CD as "potential knowledge."
He uses an application called dtSearch Desktop from dtSearch Corp. to index the
contents of his personal repository and perform quick searches of it.
Information Kaplan needs to have at his fingertips he transfers to his Apple
Newton. He says that this discontinued product is more searchable than current
personal digital assistants (PDAs). "It’s integrated with my life for
taking notes and getting on the Web, and I can sync information into and out of
it," he explains.
The salient point here is that it is better to integrate a tool—even an old
one—into your knowledge handling habits rather than let a tool dictate how you
work. In fact, the idiosyncratic nature of PKM, which often evolves from one
person’s comfortable behavior and the resources at hand, is a defining
characteristic of this emerging practice.
Personal intellectual capital
Getting a grip on the shifting mass of information is an important tactic, but
using PKM techniques and tools, individuals can go farther, to enhance their
abilities and career potential. Effectively managed personal knowledge assets
become the currency of personal intellectual capital. This observation leads to
the recognition that PKM is not a solitary activity but a social one, says Jon
Sidoli, principal of Knovus Communications, in Irvine, Calif.
"There’s a personal paradigm shift that says I am more of a node on
the network than anything else," Sidoli says. "Work is getting more
fluid and serial. Whether or not he is an employee, the individual knowledge
worker [IKW] needs to look at himself as an enterprise of one in a community of
many. It’s what you know, who you know and what they know."
Although IKWs’ market value is based on how "smart" they are,
skills today become obsolete quickly. Lasting value, Sidoli argues, is based on
"agile learning" and the ability to tap into networks of knowledge,
business, social groups and technology to constantly renew those skills. In
return, the IKW is expected to share learning with others.
An IKW has to integrate all four types of network to build personal value.
"Knowledge is key because you are selling knowledge in your business
networks and generating and sharing it in social networks," Sidoli
explains. He advises people to recognize communities of practice as knowledge
networks and take advantage of them by joining professional and special interest
groups. "Through the sharing of your own knowledge—while earning trust
and respect—an individual builds a personal brand which increases his or her
value in the organization or the job market," he says.
Sidoli points to his own history as an example. A few years ago when he
became interested in KM, he had sold his Web development company and given up
his job as the creative director of a multimedia firm. He put himself through a
process he now describes as a personal knowledge audit by asking himself
questions such as:
• What are my core goals and values?
• What is my core competence and where do I need to be?
• Where are my network strengths?
• Are they balanced?
• What is the next thing?
He began to read up on the subject, attending conferences and workshops and
participating in online and face-to-face knowledge networks such as the
knowledge ecology group run by George Pór of Community Intelligence Labs in
Soquel, Calif. Since Sidoli didn’t have a "brand" as a consultant,
he began to teach online courses, integrating KM with his previous expertise,
publishing online newsletters and writing columns for actlikeanowner.com, which
counsels business technology professionals.
"I didn’t have a background in organizational development or
information technology but I could write, so I concentrated on that," he
recalls. Eventually he began working for a consulting firm that was helping a
large corporation to improve its overall brand through better internal
communications and by using PKM to instill a culture of knowledge sharing.
The person in the organization
Despite its emphasis on the individual, even personal KM comes down to sharing
knowledge and adding value to organizations that depend on their intellectual
capital. "While all industries are knowledge-based, personal knowledge
capabilities are critical to professional services such as law, consulting and
investment banking, which obviously depend on the capabilities of knowledge
workers, both individually and working together," says Dawson of Advanced
Human Technologies.
In the workplace, effective PKM speeds information processing, lowers
absenteeism, streamlines operational costs and improves workplace performance
and competitiveness, says Open Connect’s Hyams. These things are good for both
the individual and the company. "Personal knowledge management is
team-oriented," he says. "Individual skills help the team produce and
create." Hyams insists that corporate KM programs can’t succeed unless
knowledge workers have knowledge management skills.
In fact, it might be preferable to build a knowledge management system upward
from the individual and out through the entire organization rather than from the
top down. Such a strategy might enable a company to sidestep typical problems of
implementing enterprise KM such as the expense and difficulty of deployment and
the incentives necessary to encourage participation.
Ray Edwards, managing director for professional services at Digital
Lighthouse, a consultancy in Englewood, Colo., compares the enterprise to a
chain that’s only as strong as its weakest link. He suggests that PKM can be
the basis for the success of enterprise KM. "If companies would push,
encourage and facilitate PKM first, they would probably find that EKM becomes a
matter of fact rather than an effort," Edwards says. "If we foster PKM
at the root level of an organization, the spin-off effects are probably more
efficiency, responsiveness, accuracy and retention."
Personally accessible, immediate useful and relatively inexpensive personal
knowledge management tools can empower knowledge workers to take ownership of
their intellectual assets and offer an alternative approach for deploying KM
within an organization. "You can play dictator and say, This is the tool we
are going to use," Compaq’s Batista says. "The second option is to
play the diplomat who says, I’m going to build a repository so that everybody
can share it with the same taxonomy and metadata. The third play is to start
with the individual and move backwards. Enable individuals through a personal
knowledge management system or portal, empower them with the fundamental tools
and let them pick the enterprise infrastructure they want to play with."